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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,315 | $176,838-58.5% | $146,685-50.0% | $167,518-56.2% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 10.38% | 24.04%-13.7pp | 22.75%-12.4pp | 478.71%-468.3pp |
| Employer contribution / active EE | $2,558 | $5,161-50.4% | $4,137-38.2% | $4,838-47.1% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,312-100.0% |